Vista Wealth Management
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12 Vista Wealth Management employees in database. Find out everything there's to know about Vista Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vista Wealth Management Employees
Laminar Wealth July 2013 - Present
Vista Wealth Management December 2010 - June 2013
Deloitte & Touche June 2008 - December 2010
Skills
Investments, Portfolio Management, Strategic Financial..., Tax, Estate Planning, Employee Stock Options
Education
Santa Clara University
BS, Accounting & Economics
Vista Wealth Management January 2012 - Present
Pacific Advisory Group August 1990 - February 2012
Education
University of California, Santa Barbara 1986 — 1990
B.S., Economics
Vista Wealth Management April 2009 - Present
Vista Venture Partners April 2014 - Present
Burr Pilger Mayer June 2006 - April 2009
Education
University of San Francisco 2005 — 2007
Bachelor’s Degree, Finance, Summa Cum Laude
Academy of Art University 2002 — 2004
Industrial Design
University of Colorado Boulder 1998 — 2001
Business Administration and Management, General
Vista Wealth Management February 2002 - Present
Burr Pilger Mayer February 2002 - December 2011
Price Waterhouse Coopers October 1996 - December 2001
Arthur Andersen & Co November 1989 - December 1995
The PFC Group 1981 - 1986
Education
Pepperdine University 1975 — 1978
BS, Business, Economics
Vista Wealth Management October 2010 - Present
Carolina First Bank April 2005 - September 2010
Wachovia Securities March 2001 - March 2005
John Hancock Financial Services 1993 - 2001
Education
College of Charleston 1988 — 1993
Bachelor of Science, Business Administration
Dreher High School 1984 — 1988
Vista Wealth Management November 2013 - Present
Polaris Wealth Advisers, LLC May 2012 - October 2013
Carion Doty CPA LLP August 2011 - July 2012
Atherton Lane Advisers LLC December 2010 - July 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills
Education
California State University-Stanislaus 2006 — 2010
Bachelor's of Science, Business Administration
Vista Wealth Management February 2013 - Present
ADP February 2012 - March 2013
Paula Page Public Relations December 2009 - February 2012
Skills
Biotechnology, Pharmaceuticals, Nutraceuticals, Health Sciences, Insurance, Health, Sales Operations, Account Management, Accountants, Economics, Health Economics, Accounting, Sales
Education
University of Florida, Gainesville 2008 — 2010
M.S., Pharmacy, Pharmaceutical Outcomes and Policy & Applied Pharmacoeconomics
University of California, Davis 2003 — 2008
B.S., Nutrition Science, Biochemistry emphasis
Vista Wealth Management February 2012 - Present
Burr, Pilger & Mayer LLP September 2010 - February 2012
Deloitte June 2004 - July 2010
Deloitte December 2008 - July 2009
Skills
Tax Planning, Financial Planning, Schwab Institutional, Excel, Investments, MoneyGuidePro, Retirement Planning
Education
Santa Clara University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Bellarmine College Preparatory 1998 — 2001
Vista Wealth Management July 2002 - Present
Wachovia Securities Financial Network April 2000 - June 2002
First Union October 1998 - March 2000
Everen Securities August 1996 - September 1998
Principal Financial Securities July 1994 - July 1996
Piper Jaffray May 1983 - June 1994
Ecolab July 1979 - April 1983
Edward Jones February 1976 - May 1977
Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance, Accounting
Ripon College 1971 — 1975
BA, Chemistry, Economics
Vista Wealth Management August 2013 - Present
Education
St. Mary's College of California 1999 — 2003
Bachelor of Science and Economics, Business Administration
Vista Wealth Management June 2007 - Present
AXA Advisors January 2004 - June 2007
Grant Thornton 2002 - 2004
Anguil Environmental Europe January 1998 - January 2000
Ford Motor Company 1995 - 1997
Skills
Insurance, Investments, Wealth Management, Estate Planning, 401k, Securities, Finance, Financial Services, Portfolio Management, Retirement Planning, Business Planning, Mutual Funds, Retirement, Fixed Annuities
Education
University of Wisconsin-Madison - School of Business 1999 — 2000
MBA, Finance
Indiana University Bloomington 1991 — 1995
MS, Finance
Whitefish Bay High School 1987 — 1991
GED
St. Monica's 1978 — 1987
Grade School
Sauce Labs December 2013 - Present
Private Practice January 2008 - November 2013
Vista Wealth Management March 2010 - January 2011
Dezan Shira & Associates April 2008 - August 2008
Santa Clara Public Defender May 2005 - September 2005
Congressman Tom Lantos August 2002 - December 2002
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Due Diligence, Estate Planning, Intellectual Property, Ninja Skills, Legal Compliance, Property Management, Investment Properties, Private Pilot, Sales Operations, Salesforce.com, Direct Sales, Contract Negotiation, Contractual Agreements, SaaS, Business Development, Sales, Cloud Computing, CRM, Start-ups, Enterprise Software, Management, Agile Methodologies
Education
University of California, Los Angeles
BA, Psychology
Golden Gate University, School of Law
JD